What are steps?

Steps are smaller actions that help you complete a task. Adding steps makes it easier to track your progress and break down complex tasks into manageable pieces.

How to add steps to a task

  1. Find your task on any of the task pages (Focus, Plan, or Dashboard)
  2. For Dashboard, click on the task card to open the task details. For tasks on the Tasks page, click on the Expand button to open the task details.

  1. Scroll down to the "Steps" section
  2. Click the "Create Step" button (blue button with a plus icon)
  3. Type in your step description in the text field
  4. Click the "Create" button to save your step

Managing your steps

  • Each step you create appears in a list under the task
  • You can mark steps as complete by clicking the checkbox next to them
  • Steps help you track partial progress on your tasks
  • Completing all steps automatically moves the task to the Done lane on the Focus tab

Tips for creating effective steps

  • Keep each step clear and specific
  • Break complex tasks into 3-5 steps for better manageability
  • Use action verbs to start each step (Example: "Research," "Call," "Write")
  • Create steps in the order you plan to complete them

Note: Steps are only available for tasks, not for dreams (goals without due dates).